West Family Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
9,374
+4,722
| +102% | +$676K | 0.35% | 58 |
|
|
2025
Q1 | $778K | Sell |
4,652
-54
| -1% | -$9.03K | 0.29% | 70 |
|
|
2024
Q4 | $682K | Sell |
4,706
-4
| -0.1% | -$579 | 0.24% | 84 |
|
|
2024
Q3 | $694K | Sell |
4,710
-23,680
| -83% | -$3.49M | 0.24% | 82 |
|
|
2024
Q2 | $4.44M | Buy |
28,390
+91
| +0.3% | +$14.2K | 1.33% | 22 |
|
|
2024
Q1 | $4.46M | Buy |
28,299
+93
| +0.3% | +$14.7K | 1.39% | 20 |
|
|
2023
Q4 | $4.21M | Sell |
28,206
-100
| -0.4% | -$14.9K | 1.42% | 19 |
|
|
2023
Q3 | $4.77M | Sell |
28,306
-297
| -1% | -$50.1K | 1.66% | 18 |
|
|
2023
Q2 | $4.5M | Buy |
28,603
+4,603
| +19% | +$724K | 1.75% | 16 |
|
|
2023
Q1 | $3.92M | Sell |
24,000
-4,436
| -16% | -$724K | 1.55% | 19 |
|
|
2022
Q4 | $5.1M | Buy |
28,436
+284
| +1% | +$51K | 1.74% | 15 |
|
|
2022
Q3 | $4.05M | Hold |
28,152
| – | – | 1.68% | 16 |
|
|
2022
Q2 | $4.08M | Sell |
28,152
-240
| -0.8% | -$34.7K | 1.61% | 15 |
|
|
2022
Q1 | $4.62M | Hold |
28,392
| – | – | 1.31% | 16 |
|
|
2021
Q4 | $3.33M | Buy |
28,392
+1,715
| +6% | +$201K | 0.91% | 18 |
|
|
2021
Q3 | $2.71M | Sell |
26,677
-3,024
| -10% | -$307K | 0.7% | 22 |
|
|
2021
Q2 | $3.11M | Buy |
29,701
+5,591
| +23% | +$586K | 0.84% | 14 |
|
|
2021
Q1 | $2.53M | Buy |
24,110
+110
| +0.5% | +$11.5K | 0.92% | 34 |
|
|
2020
Q4 | $2.09K | Buy |
+24,000
| New | +$2.09K | 0.64% | 44 |
|